+8,592.8%
ZBRA vs HRB
+1,802.0%
+6,790.7%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -6.5% | +3.6% | -1.1% |
| 7D | +2.6% | -9.1% | +11.6% | +5.2% |
| 30D | -6.4% | +0.3% | -6.6% | -7.0% |
| 3M | +51.3% | +23.4% | +27.9% | +41.7% |
| 6M | +60.5% | +45.1% | +15.4% | +42.0% |
| YTD | +45.2% | +8.9% | +36.3% | +38.2% |
| 1Y | +12.3% | -7.9% | +20.3% | +11.7% |
| 3Y | +37.5% | +27.9% | +9.6% | +22.2% |
| 5Y | -39.2% | +108.3% | -147.5% | -53.9% |
| 10Y | +417.0% | +208.4% | +208.6% | +228.4% |
| All | +8,592.8% | +1,802.0% | +6,790.7% | +2,710.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded HRB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling